CLAY VS CLAUDE CODE: The $5B Question Nobody's Answering
How come Clay is valued at $5B... when Claude Code exists?
Tim Soulo did not ask that question by accident.
When the CMO of Ahrefs publicly wonders, he is not making a product comparison, but pointing at something structural: a company whose entire value proposition sits between you and data you could access directly.
Rather than a $5B moat, that is a $5B …